News & Analysis as of September 21, 2024

Beneficiary Designations

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

You Can Just Say No: Declining to Act as an Agent Under a Power of Attorney

Chambliss, Bahner & Stophel, P.C. on 2/23/2022

Acting as an agent under a power of attorney is a big responsibility and it isn’t something everyone can take on. It is possible to resign or refuse the position....more

10 Reasons to Review Your Current Estate Plan

Bowditch & Dewey on 11/1/2021

Estate plans are supposed to be living documents that evolve over time. Generally, you should review your plan every 5 years to stay current, or whenever you or your beneficiaries have a major life event such as marriage, the...more

Why You Need a Trust

Burns & Levinson LLP on 9/27/2019

People often ask “Why do I need a trust?” Some folks think they can get by with a simple will. Here is why you probably need more than that...more

Weathering the Storm: How to Get Your Affairs in Order

Ward and Smith, P.A. on 9/28/2018

I’m writing this in Wilmington, North Carolina at a time when many in this area still are struggling after Hurricane Florence. The weekend before the storm was bright and sunny. I would have rather gone to the beach, but...more

Look! Up in the Sky! It’s Sibling Lawyer!

Downey Brand LLP on 9/6/2017

I’m a sibling lawyer. My career started early, as a middle child, and now continues as a Sacramento-based trust and estate litigation attorney. Most of my clients are grappling with sisters or brothers over the care and...more

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